Filed October 7, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,794 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,929 | $138,427+15.5% | $97,995+63.2% | $69,631+129.7% |
| Participation rate | 97.5% | 90.0%+7.5pp | 82.4%+15.1pp | 70.7%+26.8pp |
| Annual return | 15.88% | 26.21%-10.3pp | 23.94%-8.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $0 | $4,858-100.0% | $4,158-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,886 | $7,165+38.0% | $5,097+94.0% | $3,224+206.7% |
| Admin fee / account holder | $48 | $101-52.7% | $5,943-99.2% | $110-56.9% |